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Introducing the TaxDome Advisor Directory: Connect with Top PROs in the Tax & Accounting Industry
The TaxDome Advisor Directory is a unique list of experts in tax, accounting, bookkeeping, payroll and advisory services globally. Whether you seek assistance locally or remotely, you can find professionals who are focused on delivering not only proficiency, but a premier customer experience. Each Advisor provides you with a digital platform to access your documents […]
Clients Can Now Roll Forward Answers From Prior Organizers (Forms), Saving Time and Providing a Better Experience
With this update, your clients no longer have to type this kind of information each time; the pre-fill function will look at prior answers and roll them forward, saving hours of data entry time, leading to a superior client experience.
#Client stories, #TaxDome updates
Get Ready for Tax Season with TaxDome + Joe Cass Webinar & Q&A
Joe Cass is a practitioner of more than 30 years with a high-volume practice of over 1,000 clients. Prior to November, Joe was leveraging TaxDome for only the client portal, signature, and document exchange -- he was not yet using automations. After just three sessions with the TaxDome team, Joe has a fully functioning, automated pipeline with custom communications to clients every step of the way.
How to Streamline Tax Preparation Process With Forms and Customizable Organizers
Accounting and tax firms rely on organizers to obtain information needed to facilitate their work from clients. They offer a more efficient option for streamlining client onboarding and workflow.
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Clients Can Now Roll Forward Answers From Prior Organizers (Forms), Saving Time and Providing a Better Experience
With this update, your clients no longer have to type this kind of information each time; the pre-fill function will look at prior answers and roll them forward, saving hours of data entry time, leading to a superior client experience.
#Client stories, #TaxDome updates
Get Ready for Tax Season with TaxDome + Joe Cass Webinar & Q&A
Joe Cass is a practitioner of more than 30 years with a high-volume practice of over 1,000 clients. Prior to November, Joe was leveraging TaxDome for only the client portal, signature, and document exchange -- he was not yet using automations. After just three sessions with the TaxDome team, Joe has a fully functioning, automated pipeline with custom communications to clients every step of the way.
How to Streamline Tax Preparation Process With Forms and Customizable Organizers
Accounting and tax firms rely on organizers to obtain information needed to facilitate their work from clients. They offer a more efficient option for streamlining client onboarding and workflow.
Boundless Tax Experience: How to Establish and Grow Your 100% Virtual Firm
Meet Dane Janas, an Enrolled Agent and the founder of Boundless Tax firm. Dane founded Boundless Tax firm in 2017 and during 2020 he has converted to being a 100% virtual firm. He has automated many manual processes, increased client adoption, and is now looking to add new hires as his client base is actively growing.
How to Create a Client Intake Form That Your Tax Clients Will Actually Complete
CPA client intake forms can make your accounting or bookkeeping service stand out. Learn how to use intake forms, their benefits, and the types of forms to create.
Tax Therapy Experience: Going Digital Ahead of Retirement & Sale of Practice
Meet Amber Gray-Fenner, owner of Tax Therapy, LLC. She’s not only an EA, but also a tax writer and a regular columnist for forbes.com and thinkoutsidethetaxbox.com.
Calendar: Manage Your Day, Workload and Due Dates in a Handy Timeline Format
What does your workday look like? With the new Calendar in TaxDome, you can see task and job due dates visualized in a handy timeline format. Manage your day, workload and due dates within one workspace!
E-signature Update: Ability to Void Pending Signature Requests
Your clients may choose to sign the hard copy of the prepared forms in your office. Previously, in such cases, the e-version of the document stayed labeled as ‘Pending Signature’, confusing you and your clients and disrupting your automated workflow.
Advanced Workflow Automation: Introducing Custom Schedules for Recurring Jobs
You can now schedule Jobs to recur at whatever frequency you want: on the 25th of every 4 months, bi-monthly, every Tuesday, the last day of each month and many more.
How to Get an Electronic Signature From Tax Client, Including Form 8879
E-signatures have become the norm for tax accountants. Here is how an accounting firm can streamline the e-signing process with TaxDome.
The Best PDF Readers for Accountants
A PDF is the most professional way for accountants to share information. Here are the six top PDF viewer and editor solutions that are currently available.
Total Tax Services Experience: How to Double Client Base with Minimal Effort
Meet Cassandra Centeno, owner of Total Tax Services. Last year she grew her client base to 150, and she’s planning on doubling this number this year.
Tax Man To You Experience: Scaling a Sales Tax Business 2x
Meet Brittany Pullin, manager and sales tax associate at Tax Man To You, LLC. The firm focuses on e-commerce sellers and sales taxes. Having experienced strong growth for the last 3 years, Tax Man To You were looking to build predictable processes and centralize client management.
Carter Cook CPAs Experience: Building a New Age Accounting Firm
Meet Michelle Cook, one of the partners at Carter Cook CPAs that helps small local businesses run more efficiently and maximize profit.
Stephanie Papini CPA Experience: Building an Accounting Business After Maternity Leave
Meet Stephanie Papini — a Toronto based CPA with a background in an auditing firm. While on maternity leave, Stephanie started building her own accounting business taking on clients from a retiring family member.
Workflow Automation Update: Moving Jobs Between Pipelines
Robust TaxDome automations now allow you to keep context inside Jobs through different client lifecycles. We’re introducing the ability to move Jobs between pipelines that serve this exact purpose.
Advanced Workflow Automation: Introducing Conditional Stages
Not too long ago we introduced conditional automations. This powerful feature allows you to run different automations for different types of clients within one pipeline based on account tags. For example, you can send different email templates to new and returning clients.
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If the form doesn't load, please call us at +1-833-TAX-DOME or email [email protected] — we'll help you schedule a meeting.